5 Things to Avoid During Salesforce Data Migration

Data migration is an important task that should be performed with due diligence and care. The process is susceptible to errors and any mistakes made at the time of exporting the data, or uploading it to a new CRM system, can cause confusion and loss of productivity for the organization.

The Salesforce Data Migration Tools make it much easier to export information into a proper file format where all the data is saved in a structured format. It helps prevent the likelihood of some of the common problems you will face when switching to a new data analytical tool. The ease of data migration in Salesforce is one of the primary reasons why people are switching to this software.

Here is a list of 5 things you want to avoid during Salesforce data migration.

Things to Avoid During Salesforce Data Migration

Planning is very important for getting the best use out of Salesforce. Make sure that the appropriate systems, tools and personnel are in place for making the migration process a success. Sales teams will also need to be trained to make sure that they use the CRM to its full potential to maximize productivity. If you don’t plan for the shift to the Salesforce CRM and lead management system it could take months to get everyone to adapt to the changes (and benefits) that it brings.

Migration to a new system requires teamwork across different departments. A comprehensive platform like Salesforce can be used across various departments and you should make sure that they are prepared for integrating it into their work schedules. It is the job of the project manager who is responsible for coordinating the project across different departments to ensure that people work together to improve the lead generation and nurturing process.

Import of junk data during the migration process should also be avoided. If you are aware of the sunk cost fallacy, you probably know that it can be difficult for people to let go of something that they have invested time and resources in. If your sales team has built up leads and contact that are not really useful, they may be inclined to bring them into Salesforce during data migration. This will only reduce productivity for the business so make sure that you are not bringing any junk data into Salesforce.

Another problem in Salesforce migration occurs due to lack of understanding about its tools. Salesforce isn’t a very complicated platform, but there are a variety of features that might be difficult to understand for first time user. Make sure that your sales and support teams are aware of the tools and know how to use the platform to its full potential to get the most out of the platform.

Last but not least is the issue of forgetting to run the validation tests. Once your data has been incorporated into the Salesforce platform, you will need to test the data to ensure it has been mounted accurately and there are no missed or overlapping variables. To ensure accuracy, your administrator will need to run validation tests that make sure that queries to the platform are returning the correct results and there are no errors.

If you make sure to avoid these five problems, you will be able to get much better performance out of your Salesforce platform.